Trillium Asset Management

Trillium Asset Management is a socially responsible investment firm, leveraging the power of stock ownership to promote social and environmental change while providing both impact and performance to our investors.

2014: They were in need of an updated look and feel to their website, along with an overhaul of the architecture of their site, making it easier for readers to find information quickly. They also required an update to their shareholder proposals repository.

My former business partner Rachel Murray, now co-CEO of She+ Geeks Out, installed and configured a new theme WordPress and plugins to better manage their shareholder data. She used Toolset to create a repository searchable by company, type of issue and year.

The site is still serving the organization well. I perform regular updates and testing to keep it secure and working correctly.

2019: Trillium Asset Management planned an update to a second website, Trillium Mutual Funds, to mark the 20th anniversary of their Trillium ESG Global Equity Fund.

This was a site I hadn’t built, so I had to familiarize myself with the custom theme and the nonstandard templating system, Timber. I removed some outdated, unneeded functionality, added some new tweaks to make the site easier to navigate, and helped the site editor reorganize content.

I coordinated with Stacy Kvernmo to develop a a 20th anniversary graphic and a new look for document pages.

As of July 2020 Trillium Asset Management and its websites are under new ownership. Screenshots of the previous WordPress website are below.

trilliuminvest.com

trilliummutualfunds.com